Guo Mingqi, a well-known Apple analyst, suddenly released a message that Android mobile phones have cut orders by 20%, about 170 million, of which 70% or 119 million Android mobile phones use MediaTek's chips, which is undoubtedly another major blow to MediaTek.
MediaTek has unlimited scenery in the past two years, from 2019 onwards, due to Huawei's encounter, Chinese mobile phone companies have increased the proportion of mediatek chips, so MediaTek's share in the global mobile phone chip market has surged, surpassing Qualcomm to become the first place in 2020, which is the first time it has achieved the first place in the global mobile phone chip market.
Since 2021, MediaTek has further consolidated its leading edge, seizing 43% of the market share of the global mobile phone chip market in Q2 2021, while Qualcomm's market share has fallen to 23%, and the gap between the two has nearly doubled.
MediaTek reached its peak state at the moment also began to become a little arrogant, constantly improving the price of chips, last year released the Tianji 9000 price increase nearly doubled, which made Android mobile phone companies complain, after all, they supported MediaTek, but MediaTek will be Android mobile phone companies as leeks.
Today's Android mobile phone companies are actually not very good, the net profit margin of Android mobile phones is relatively low, and MediaTek's net profit margin is as high as more than 20%, and mediatek is still not satisfied with such high profits. At this time, the Android mobile phone market came with unfavorable news, and the domestic mobile phone was undoubtedly the first to take MediaTek to open the knife.
Guo Mingqi concluded based on the data of the industrial chain that Android mobile phones have significantly reduced orders, of which 70% are equipped with MediaTek chips, which may indicate the dissatisfaction of domestic mobile phones with MediaTek.
Earlier data released by the Institute of Information and Communications Technology showed that the overall shipment of the domestic mobile phone market was 14.864 million units, down 31.7% year-on-year, compared with the previous four months, it was almost month-on-month, which shows the dismal domestic mobile phone market. Data from CINNO, a market research agency, also shows that Apple's shipments in the Chinese market fell only 4% year-on-year in February, which also proved that the sales of Mainly Android mobile phone companies fell sharply.
Domestic mobile phones cut mobile phones equipped with MediaTek chips, it is said that mainly mid-range mobile phones, under apple's containment, since October last year, domestic mobile phones in the sales of more than 2,000 yuan fell sharply, most of the domestic mobile phones that entered the domestic hot list TOP10 are priced below 2,000 yuan, while Apple's iPhone has entered the hot list.
The high-end mobile phones of domestic mobile phone companies embrace Qualcomm, Qualcomm released the Snapdragon 8G1 last year because of the fever problem has been criticized, and MediaTek's Tianji 9000 performance, power consumption performance is good, it is intended to seize the high-end market, but with the Snapdragon 8G1 to single TSMC to launch Snapdragon 8G1+, domestic mobile phones scramble to say that they will use Snapdragon 8G1+, which is undoubtedly another major blow for MediaTek.
MediaTek may have been supported by domestic mobile phones in the past two years and a little satisfied, so the price increase to treat domestic mobile phones, and the response of domestic mobile phones is also rough and powerful - rapidly reduce the proportion of MediaTek chips, in fact, in 2021 Q4 MediaTek's share in the global mobile phone chip market has fallen back to 33%, a higher peak down 10 percentage points, and now domestic mobile phones reduce the orders of MediaTek chips, perhaps can make MediaTek sober up?